Putting clients first means we have experienced administrative support; as well as, access to our leading financial, estate and business planning professionals.
Financial Planning Specialist
Our Financial Planning Specialists have the knowledge and expertise to help you establish a plan that considers every aspect of your financial circumstances. They have obtained the Certified Financial Planning (CFP) designation, which is recognized as the leading accreditation in financial planning. It is limited to professionals who have achieved specific education, work experience, and uphold an ethical commitment to put clients’ interests first. They can show you how much you need to save for a specific goal, how much income you can expect to have a retirement, and answer many other important questions along the way.
Insurance Specialist
Our Insurance & Protections Specialists will help you assess and manage your individual situation to help you achieve the level of family security you are looking for. This is more than a conversation about Life Insurance and may involve the welfare of multiple generations as you understand other strategies, including Disability and Critical Illness. Although many of us don’t like to think about this particular area, it is one that can keep you up at night if you feel you haven’t properly planned and prepared. And, certainly one that is life changing for others affected when proper planning hasn’t been put in place.
Estate Planning Specialist
Our Estate Planning Specialists will help you achieve the peace of mind that comes with knowing you have prepared for the financial security of your family. It is much more than preparing a Will. Your Estate Plan can help you define your legacy, preserve your wealth and provide you with tax-effective retirement income.
Because your wealth management situation can be complex, we work collaboratively with the other professionals you have assembled as part of your team to ensure we are all working together to help you achieve your goals.
